Family Benefit Limit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449

The Retirement and IRA Show

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11d ago 1:15:57

MP3•Beranda episode

Jim and Chris discuss listener questions relating to the Family Benefit Limit, Means Test, Qualified Charitable Donations, tax strategies for pension benefits, and spreadsheet tracking of SPIA income.

(10:00) Georgette asks about factoring in the Family Benefit Limit while deciding when to start taking Social Security

(19:30) A listener looks for a better understanding of Survivor Benefits and the means test.

(32:30) Jim and Chris discuss whether someone can continue to use the same QCD in an Inherited IRA.

(40:15) The guys dive into a question about tax strategies relate to a defined pension benefit.

(56:30) A do-it-yourselfer wonders about an appropriate way to account for SPIA income in his spreadsheets.

The post Family Benefit Limit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449 appeared first on The Retirement and IRA Show.

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